Connectors / Service / Zoho

All-in-one suite to run your entire business. (updated: 1657718313597)

Zoho

Zoho CRM is a powerful suite of apps to help you connect with your customers.

Overview

The Zoho CRM empowers businesses by enabling them to reach customers across a variety of channels, get notified of new interactions, and measure the effectiveness of such interactions.

Authentication

Add the Zoho connector to your relevant workflow and hit the 'New Authentication' button found in the input panel:

add-auth

In the next window, name your authentication and check the scopes that you require.

IMPORTANT!: All of the scopes that work with this particular connector begin withZohoCRM. The 'Desk' scopes are for the Zoho Desk connector and should NOT be used.

zoho-scopes

Once you have done this, click the 'Add authentication' button. A pop-up window will then appear asking you to sign in to Zoho:

zoho-sign-in

You will then be asked to confirm that you want to allow Tray.io to access the scopes you selected:

zoho-authorise-scopes

If you are happy with this, click 'Accept'. The pop-up window will close and you will be ready to use the Zoho connector.

PLEASE NOTE: Any authentications you created for the Zoho Desk connector can also workwith this connector, as long as the correct scopes are selected.

All Operations

Latest version:

3.3

Convert lead

Converts a lead.

Create specific record

Creates a new entity and inserts it into a module.

Create/Update records

Creates new records or updates existing ones.

Delete records

Deletes one or a list of records.

Get organization

Gets information about the current organization

Get record

Returns information about a record.

Get user

Get a specific user using their ID

List convertable modules DDL

Checks if the user can convert a record in the current module.

List creatable modules DDL

Checks if the user can create a record in the current module.

List deletable modules DDL

Checks if the user can delete a record in the current module.

List fields DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List record IDs DDL

A DDL for selecting individual records.

List records

Returns the list available records from a module.

List upsertable modules DDL

Checks if the user can create a record in the current module.

List users

List / filter users found in Zoho account

List viewable modules DDL

Checks if the user can view a record in the current module.

Update records

Updates existing record.

Update specific record

Updates information about a specific record.

Search records

Returns a list of records matching the search criteria.